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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,445 | $59,819-10.7% | $79,583-32.8% | $68,490-22.0% |
| Participation rate | 17.6% | 61.1%-43.4pp | 69.5%-51.8pp | 67.9%-50.2pp |
| Annual return | -10.64% | -12.30%+1.7pp | 0.16%-10.8pp | -7.85%-2.8pp |
| Employer contribution / active EE | $331 | $1,505-78.0% | $2,414-86.3% | $2,597-87.3% |
| Participant deferral / active EE | $667 | $3,025-77.9% | $3,986-83.3% | $4,028-83.4% |
| Admin fee / account holder | $24,414 | $4,835+404.9% | $6,835+257.2% | $5,403+351.9% |